John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.

Kenneth Kirkeby is a financial advisor at Lombard Advisers Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thornhill Securities, Inc. and Private Client Services. Outside of his advisory work, he raises and trains horses and has authored articles related to hunting and fishing for outdoor magazines. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, with many clients retaining final trading authority.

Dallas Ballou is a financial advisor at Edward Jones in Decatur, TX, holding a Series 66 license. He began his tenure at Edward Jones in 2026 and has prior work experience with BKV Corporation and Devon Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Taylor Cope is a Series 66–registered financial advisor with Edward Jones, based in Bridgeport, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, Cope worked at Cook McDonald & Company and Finley Resources. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Samuel Bowker is a financial advisor at Edward Jones in Decatur, TX, holding CFP®, ChFC®, and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Linscomb & Williams and Carter Advisory Services, and worked with Texas A&M University’s Center for Infrastructure Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm offers various advisory strategies and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Brady Mann is a financial advisor with Primerica Advisors in Decatur, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, Mann is a partner in Mann Endeavors, LLC, a real estate investment business, and Mann Auto Group LLC, an automotive enterprise. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

John Mc Shan is a financial advisor with Ameriprise in Decatur, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2018, following four years at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, with a focus on assets managed within Ameriprise accounts.

Stephanie Newbury is a financial advisor at Edward Jones in Decatur, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at MWA Financial Services Inc, Modern Woodmen of America, and National Ropers Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Nielsen is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2010. Based in Forestburg, TX, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in farming activities related to raising cattle and hay products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, featuring both discretionary and non-discretionary management supported by model portfolios and third-party research.

Eric Vincent is a financial advisor with LPL Financial in Decatur, TX, holding a Series 63 license and with 33 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Vincent is also involved in outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Rebecca Prince is a financial advisor at Edward Jones in Bridgeport, TX, with 17 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she owns a small business selling homemade jam and jelly at a local farmer's market. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Julie Woods is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at HomeTown Lenders, Cardinal Financial Company, Vertex Aerospace, and Med-Trans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated investment products through a nationwide network of financial advisors and branch offices.

John Hakanson is a CFP®-certified financial advisor with Edward Jones in Decatur, TX, where he has worked since 2015. He has 10 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he serves as a football official and umpire, and he is involved in community organizations including the Decatur Education Foundation, the Rotary Club of Decatur, and CASA, where he holds a board position. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Jeremy House is a financial advisor with Edward Jones in Decatur, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adrian Craddock is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a partner in an oil and gas royalties business in Bridgeport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Deborah Rolland is a financial advisor with Ameriprise in Decatur, TX, holding a Series 66 designation and 28 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at Bonvenu Investment Services and Investment Professionals, Inc. Outside of advisory work, she is involved in independent insurance brokering, including activities with Blue Cross Blue Shield. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Casey Radke is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked with various Cetera entities since 2024, prior to which he was with Avantax Investment Services for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary account management across multiple program structures and custodians.

Yadira Wright is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2018, including a five-year tenure at Charles Schwab Bank, SSB. Prior to joining Schwab, she was employed at 1st National Bank Texas and Randolph-Brooks Federal Credit Union. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Edgar Zuleta Pantoja is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017. Prior to that, he was associated with Midwestern State University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive operational structure including custody, brokerage, and cash-sweep services.

Audrey Campbell is a Series 66-credentialed financial advisor with Edward Jones in Decatur, TX, with three years of industry experience. She has been with Edward Jones since 2012, including her current role starting in 2023. Outside of her advisory work, she is a co-owner of Anchor Point Productions, a graphic design and signage business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branches.

Kellsie Simons is a financial advisor with Edward Jones in Decatur, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked for Northwest ISD for six years. Outside of her advisory role, she owns a digital teaching resources business and a small in-home bakery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large national network of advisors and branch offices.